Wealth Advisors of Tampa Bay, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Wealth Advisors of Tampa Bay, LLC reported 93 stock positions worth $326.9 million. Its top holding was Corning (GLW) at 6.9% of the portfolio, followed by Broadcom (AVGO, 6.6%) and Microsoft (MSFT, 3.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 33 and reduced 39. The biggest buy was Broadcom (AVGO, shares +2%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001715228
- Portfolio Value
- $326.9M (Q2 2026)
- SEC Filing
- 0001715228-26-000002 ↗ filed Aug 14, 2026
Holdings Value
Holdings 93 stocks · $326.9M
| GLW Corning Inc. | 6.91% | 88,391 | $22.6M | Reduce -4.5% |
| AVGO Broadcom Inc. | 6.55% | 56,699 | $21.4M | Add +1.7% |
| MSFT Microsoft Corp. | 3.73% | 32,719 | $12.2M | Add +6.5% |
| ADI Analog Devices Inc. | 3.50% | 28,802 | $11.4M | Reduce -0.2% |
| AAPL Apple Inc. | 3.43% | 38,746 | $11.2M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 3.23% | 29,545 | $10.6M | Reduce -0.6% |
| JPLD JPMorgan Ltd. Duration ETF | 3.07% | 192,111 | $10.0M | Add +3.9% |
| GS Goldman Sachs Group Inc. | 2.89% | 9,340 | $9.4M | Reduce -7.1% |
| WMT Walmart Inc. | 2.76% | 79,727 | $9.0M | Add +0.1% |
| BNY Bank of New York Mellon Corp. | 2.40% | 54,311 | $7.9M | Reduce -3.0% |
| GRMN Garmin Ltd. | 2.32% | 31,950 | $7.6M | Add +16.4% |
| ETR Entergy Corp. | 2.31% | 65,855 | $7.6M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 2.30% | 148,582 | $7.5M | Reduce -36.2% |
| AMZN Amazon.com Inc. | 2.26% | 30,957 | $7.4M | Reduce -2.0% |
| WM Waste Management Inc. | 2.16% | 31,752 | $7.1M | Add +2.2% |
| CSCO Cisco Systems Inc. | 2.14% | 59,646 | $7.0M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 1.90% | 147,019 | $6.2M | Reduce -0.3% |
| PNC PNC Financial Services Group | 1.80% | 23,845 | $5.9M | Reduce -0.3% |
| BBY Best Buy Co. Inc. | 1.73% | 74,582 | $5.7M | Reduce -0.0% |
| T AT&T Inc. | 1.66% | 261,956 | $5.4M | Add +54.1% |
| MCD McDonald's Corp. | 1.61% | 19,475 | $5.3M | Add +2.3% |
| PSC Principal US Small-Cap ETF | 1.58% | 73,598 | $5.2M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.56% | 25,483 | $5.1M | Add +2.6% |
| CVX Chevron Corp. | 1.54% | 30,319 | $5.0M | Add +5.3% |
| LMT Lockheed Martin Corp. | 1.50% | 9,608 | $4.9M | Add +23.7% |
| HD Home Depot Inc. | 1.45% | 13,439 | $4.7M | Add +15.0% |
| MMM 3M Co. | 1.41% | 28,569 | $4.6M | Add +3.6% |
| BX Blackstone Inc. | 1.38% | 38,303 | $4.5M | Add +10.6% |
| HAS Hasbro Inc. | 1.36% | 54,018 | $4.5M | Add +0.3% |
| HELO JPMorgan Hedged Equity ETF | 1.33% | 64,374 | $4.4M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 1.33% | 75,377 | $4.3M | Add +4.2% |
| RTX RTX Corp. | 1.24% | 21,414 | $4.1M | Reduce -15.7% |
| MDT Medtronic PLC | 1.12% | 46,772 | $3.7M | Add +0.5% |
| GD General Dynamics Corp. | 1.04% | 9,631 | $3.4M | Add +2.3% |
| ACI Albertsons Cos Inc. Class A | 0.98% | 236,578 | $3.2M | Add +107.8% |
| UBER Uber Technologies Inc. | 0.92% | 41,650 | $3.0M | Reduce -1.9% |
| MXI iShares Global Materials ETF | 0.87% | 26,980 | $2.9M | Add +8.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.85% | 52,912 | $2.8M | No change |
| O Realty Income Corp. | 0.80% | 42,356 | $2.6M | Add +27.7% |
| CBOE Cboe Global Markets Inc. | 0.79% | 10,662 | $2.6M | Reduce -10.2% |
| XLB SS Materials Select Sector | 0.75% | 48,554 | $2.5M | Reduce -1.8% |
| V Visa Inc. Class A | 0.75% | 7,113 | $2.4M | Add +16.6% |
| CRM Salesforce Inc. | 0.73% | 15,315 | $2.4M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.70% | 26,081 | $2.3M | Reduce -0.9% |
| TFC Truist Financial Corp. | 0.65% | 42,425 | $2.1M | Reduce -1.6% |
| PFE Pfizer Inc. | 0.62% | 84,408 | $2.0M | Reduce -7.6% |
| NOW ServiceNow Inc. | 0.60% | 19,615 | $1.9M | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.59% | 77,923 | $1.9M | Add +39.0% |
| COF Capital One Financial Corp. | 0.57% | 9,313 | $1.9M | Add +1.5% |
| SPOT Spotify Technology SA | 0.57% | 4,027 | $1.8M | Reduce -5.2% |
| ACN Accenture PLC Class A | 0.53% | 13,933 | $1.7M | Add +128.1% |
| MU Micron Technology Inc. | 0.46% | 1,300 | $1.5M | Reduce -13.3% |
| COST Costco Wholesale Corp. | 0.46% | 1,599 | $1.5M | Reduce -1.8% |
| KLAC KLA Corp. | 0.44% | 4,775 | $1.4M | Reduce -6.4% |
| NAD Nuveen Quality Municipal Inc. | 0.43% | 115,182 | $1.4M | Reduce -0.2% |
| NVG Nuveen Amt-FR Muni CRDT | 0.42% | 108,375 | $1.4M | Reduce -0.7% |
| ENB Enbridge Inc. | 0.42% | 25,275 | $1.4M | No change |
| TU Telus Corp. | 0.40% | 123,295 | $1.3M | Reduce -26.4% |
| PEP Pepsico Inc. | 0.37% | 8,867 | $1.2M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.36% | 8,722 | $1.2M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 0.35% | 1,520 | $1.1M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 5,058 | $1.1M | No change |
| NFLX Netflix Inc. | 0.31% | 14,370 | $1.0M | Add +0.9% |
| SHYM iShares Short Duration High | 0.31% | 45,000 | $1.0M | No change |
| SHW The Sherwin-Williams Co. | 0.30% | 2,858 | $984K | Reduce -4.7% |
| XLRE SS Real Estate Select Sector | 0.29% | 21,613 | $952K | Reduce -1.0% |
| CI The Cigna Group | 0.28% | 3,315 | $914K | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,775 | $888K | No change |
| TGT Target Corp. | 0.26% | 6,550 | $855K | Reduce -2.2% |
| AMGN Amgen Inc. | 0.25% | 2,237 | $810K | Reduce -2.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.23% | 8,025 | $750K | Add +50.0% |
| LH Labcorp Holdings Inc. | 0.23% | 2,656 | $744K | Reduce -0.8% |
| RDDT Reddit Inc. Class A | 0.18% | 3,312 | $575K | Add +40.5% |
| BAC Bank of America Corp. | 0.16% | 9,450 | $538K | Reduce -5.0% |
| HAL Halliburton Co. | 0.16% | 14,939 | $507K | Reduce -22.9% |
| DPG Duff & Phelps Utility & Inc. | 0.15% | 32,000 | $475K | No change |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,062 | $422K | Reduce -6.6% |
| BR Broadridge Financial Solutio | 0.13% | 3,035 | $416K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.13% | 6,080 | $411K | No change |
| EPD Enterprise Products Partners | 0.10% | 9,050 | $333K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 428 | $327K | Reduce -88.5% |
| IGV iShares Expanded Tech-Softwa | 0.09% | 3,268 | $296K | No change |
| GEV GE Vernova Inc. | 0.08% | 224 | $263K | New |
| MPLX MPLX LP | 0.08% | 4,500 | $253K | No change |
| TILT NT Mstar US Ftilt ETF | 0.08% | 916 | $253K | No change |
| PG The Procter & Gamble Co. | 0.08% | 1,718 | $252K | No change |
| MO Altria Group Inc. | 0.07% | 3,365 | $242K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 639 | $239K | New |
| ABBV Abbvie Inc. | 0.07% | 945 | $238K | No change |
| DFUV Dimensional US Marketwide Va | 0.07% | 4,256 | $234K | No change |
| SPH Suburban Propane Partners LP | 0.07% | 13,455 | $230K | No change |
| VLY Valley National Bancorp | 0.07% | 14,674 | $215K | Reduce -8.2% |
| GENERATION INCOME PPTYS INC | 0.00% | 50,000 | $8K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GIPRW Generation Income Proper -CW | *W EXP 99/99/999 | 50,000 | $2K | No change |
Total filed on the 13F, all lines: $326.9M.
Portfolio Sells Q1 2026 → Q2 2026
| JPST JPMorgan Ultra-Short Income | Reduce -36.2% | 2.30% | −1.60 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.63 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 1.90% | −0.54 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -88.5% | 0.10% | −0.38 |
| RTX RTX Corp. | Reduce -15.7% | 1.24% | −0.38 |
| TU Telus Corp. | Reduce -26.4% | 0.40% | −0.31 |
| CBOE Cboe Global Markets Inc. | Reduce -10.2% | 0.79% | −0.31 |
| PFE Pfizer Inc. | Reduce -7.6% | 0.62% | −0.23 |
| ETR Entergy Corp. | Reduce -0.4% | 2.31% | −0.14 |
| SPOT Spotify Technology SA | Reduce -5.2% | 0.57% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.70% | −0.11 |
| HAL Halliburton Co. | Reduce -22.9% | 0.16% | −0.09 |
| NOW ServiceNow Inc. | Reduce -1.4% | 0.60% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.92% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.46% | −0.08 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.07 |
| XLB SS Materials Select Sector | Reduce -1.8% | 0.75% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -6.6% | 0.13% | −0.04 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -0.7% | 0.42% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.2% | 0.25% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -4.7% | 0.30% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -0.2% | 0.43% | −0.01 |
| TFC Truist Financial Corp. | Reduce -1.6% | 0.65% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -0.8% | 0.23% | −0.01 |
| TGT Target Corp. | Reduce -2.2% | 0.26% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -1.0% | 0.29% | −0.00 |
| VLY Valley National Bancorp | Reduce -8.2% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Reduce -5.0% | 0.16% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -7.1% | 2.89% | +0.08 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 2.26% | +0.08 |
| AAPL Apple Inc. | Reduce -1.7% | 3.43% | +0.12 |
| BBY Best Buy Co. Inc. | Reduce -0.0% | 1.73% | +0.15 |
| PNC PNC Financial Services Group | Reduce -0.3% | 1.80% | +0.15 |
| PSC Principal US Small-Cap ETF | Reduce -0.9% | 1.58% | +0.17 |
| KLAC KLA Corp. | Reduce -6.4% | 0.44% | +0.19 |
| BNY Bank of New York Mellon Corp. | Reduce -3.0% | 2.40% | +0.20 |
| MU Micron Technology Inc. | Reduce -13.3% | 0.46% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 3.23% | +0.40 |
| ADI Analog Devices Inc. | Reduce -0.2% | 3.50% | +0.46 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 2.14% | +0.60 |
| GLW Corning Inc. | Reduce -4.5% | 6.91% | +2.74 |
Portfolio Buys Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | Add +1.7% | 6.55% | +0.85 |
| ACI Albertsons Cos Inc. Class A | Add +107.8% | 0.98% | +0.34 |
| GRMN Garmin Ltd. | Add +16.4% | 2.32% | +0.21 |
| HD Home Depot Inc. | Add +15.0% | 1.45% | +0.18 |
| V Visa Inc. Class A | Add +16.6% | 0.75% | +0.14 |
| O Realty Income Corp. | Add +27.7% | 0.80% | +0.13 |
| ACN Accenture PLC Class A | Add +128.1% | 0.53% | +0.13 |
| NVDA Nvidia Corp. | Add +2.6% | 1.56% | +0.13 |
| BR Broadridge Financial Solutio | New | 0.13% | +0.13 |
| MMM 3M Co. | Add +3.6% | 1.41% | +0.09 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.07% | +0.07 |
| RDDT Reddit Inc. Class A | Add +40.5% | 0.18% | +0.07 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +50.0% | 0.23% | +0.06 |
| BX Blackstone Inc. | Add +10.6% | 1.38% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +39.0% | 0.59% | +0.05 |
| T AT&T Inc. | Add +54.1% | 1.66% | +0.03 |
| COF Capital One Financial Corp. | Add +1.5% | 0.57% | +0.02 |
| HELO JPMorgan Hedged Equity ETF | Add +2.6% | 1.33% | +0.00 |
| MXI iShares Global Materials ETF | Add +8.8% | 0.87% | +0.00 |
| CI The Cigna Group | Add +4.7% | 0.28% | +0.00 |
| GD General Dynamics Corp. | Add +2.3% | 1.04% | −0.02 |
| MSFT Microsoft Corp. | Add +6.5% | 3.73% | −0.03 |
| LMT Lockheed Martin Corp. | Add +23.7% | 1.50% | −0.06 |
| PEP Pepsico Inc. | Add +1.4% | 0.37% | −0.08 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.36% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Add +4.2% | 1.33% | −0.12 |
| JPLD JPMorgan Ltd. Duration ETF | Add +3.9% | 3.07% | −0.13 |
| NFLX Netflix Inc. | Add +0.9% | 0.31% | −0.14 |
| WM Waste Management Inc. | Add +2.2% | 2.16% | −0.20 |
| CRM Salesforce Inc. | Add +0.4% | 0.73% | −0.21 |
| MDT Medtronic PLC | Add +0.5% | 1.12% | −0.21 |
| HAS Hasbro Inc. | Add +0.3% | 1.36% | −0.30 |
| MCD McDonald's Corp. | Add +2.3% | 1.61% | −0.35 |
| CVX Chevron Corp. | Add +5.3% | 1.54% | −0.43 |
| WMT Walmart Inc. | Add +0.1% | 2.76% | −0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $326.9M | GLW, AVGO, MSFT, ADI, AAPL |
| Q1 2026 | 92 | $302.4M | AVGO, GLW, JPST, MSFT, AAPL |
| Q4 2025 | 91 | $289.8M | AVGO, MSFT, AAPL, GLW, JPST |
| Q3 2025 | 94 | $300.2M | AVGO, MSFT, AAPL, JPST, GLW |
| Q2 2025 | 89 | $265.2M | AVGO, MSFT, WMT, AAPL, JPST |
| Q1 2025 | 149 | $246.0M | AVGO, AAPL, WMT, MSFT, WM |
| Q4 2024 | 85 | $233.5M | AVGO, AAPL, WMT, MSFT, AMZN |
| Q3 2024 | 87 | $239.6M | AVGO, AAPL, MSFT, WMT, WM |
| Q2 2024 | 80 | $214.4M | AVGO, AAPL, MSFT, WM, WMT |
| Q1 2024 | 80 | $210.4M | AVGO, MSFT, AAPL, WM, AMZN |